Wouldn’t it be great if every donor simply gave cash or publicly traded stock? And, did not ask for a pledge period of greater than five years?
While most donors do fit this description, there are others who present challenges in terms of the proposed structure of their gifts.
“Dad, you are sitting on Apple stock. Why don’t you donate some, avoid capital gains tax, get a deduction, and receive guaranteed income for life—some of it tax-free?” “Is that legal?” he asked.
The best way to close more planned gifts is to focus on your donors with benefits-based messaging. But “ways of giving” descriptions – the whys are hows of what makes…
On January 1, 2013, the Congress passed the bi-partisan, 157-page American Taxpayer Relief Act of 2012. This new law makes permanent several expiring tax provisions passed in 2001 and 2003…
Fact: Charitable Gift Annuity (CGA) rate tables or gift illustrations/examples really don’t work well. Non-profits want them in their CGA marketing pieces because they see them in everyone else’s stuff, but…